Single Family OfficeRIA · CRD 141975SEC-Registered

Updated:

BURR & COMPANY, LLC

BURR & COMPANY, LLC is an SEC-registered investment adviser in Osterville, MA. The firm manages approximately $56 million in regulatory assets.

BURR & COMPANY, LLC

BURR & COMPANY, LLC is an SEC-registered investment adviser in Osterville, MA. The firm manages approximately $56 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Frequently asked questions

Who runs BURR & COMPANY, LLC?

Publicly available sources do not name any specific principals, investment professionals, or executives at BURR & COMPANY, LLC. The firm does not maintain a website or visible LinkedIn profile. Its leadership and ownership structure are private.

Is BURR & COMPANY, LLC a single family office?

The firm's LLC structure and lack of marketing materials suggest it is a single family office, managing the wealth of one family. Without external filings or a public presence, it likely does not serve outside clients.

How does BURR & COMPANY invest?

No investment strategy, asset allocation, or sector focus has been publicly disclosed. As a private family office, it may allocate across public equities, fixed income, real estate, or direct investments, but specifics are unknown.

What is the firm's wealth origin?

The source of wealth behind BURR & COMPANY is not disclosed in public records. The family's background could involve entrepreneurship, inherited wealth, or proceeds from a business sale.

Does BURR & COMPANY make co-investments or partnerships?

There is no public evidence that BURR & COMPANY participates in co-investments, fund commitments, or external partnerships. The firm appears to operate entirely independently and without public outreach.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Single Family Office profiles